2Q25公募基金持仓/陆港通：电新板块公募持仓环比下降陆港通表现平稳

中金公司2025-07-25

行业近况我们对2Q25 国内公募基金重仓持股、陆港通资金流向进行了行业整体、细分行业等方面的详细梳理，统计范围覆盖新能源车中上游、工业自动化、电气设备共132 只股票。2Q25 以来电新板块整体基金持仓比例环比下降，陆港通持股比例环比表现平稳，细分行业存在差异。评论行业持仓：2Q25 板块持仓环比下降，动力电池板块降幅较大。行业整体：截至2Q25，电新板块重仓持股占基金净值比例0.80%、环比...

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2Q25公募基金持仓/陆港通：电新板块公募持仓环比下降 陆港通表现平稳

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2Q25公募基金持仓/陆港通：电新板块公募持仓环比下降陆港通表现平稳